Smith Hayes Advisers’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Smith Hayes Advisers’s Portfolio VTIP Stock Details VTIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$2.54M	Buy	51,753 +11	+0%	+$533	0.52%	52
2015 Q4	$2.5M	Buy	51,742 +1,212	+2%	+$58.6K	0.53%	51
2015 Q3	$2.44M	Sell	50,530 -1,384	-3%	-$67K	0.53%	55
2015 Q2	$2.53M	Buy	51,914 +1,400	+3%	+$68.1K	0.5%	63
2015 Q1	$2.45M	Buy	50,514 +4,227	+9%	+$205K	0.49%	62
2014 Q4	$2.23M	Buy	46,287 +5,659	+14%	+$278K	0.47%	63
2014 Q3	$2.01M	Buy	40,628 +7,090	+21%	+$353K	0.47%	66
2014 Q2	$1.68M	Buy	33,538 +3,569	+12%	+$178K	0.39%	80
2014 Q1	$1.48M	Buy	29,969 +2,953	+11%	+$146K	0.37%	84
2013 Q4	$1.33M	Buy	27,016 +3,546	+15%	+$175K	0.44%	73
2013 Q3	$1.16M	Buy	23,470 +9,434	+67%	+$465K	0.44%	74
2013 Q2	$689K	Buy	+14,036	New	+$699K	0.29%	101

Other funds holding VTIP

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return

WCM

Windham Capital Management Boston, Massachusetts $128M AUM 12.44% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Smith Hayes Advisers's VTIP Position: Q1 2016 in Review

Smith Hayes Advisers increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 0.02% in Q1 2016, buying an estimated $533 and bringing the position to 51,753 shares worth $2.54M. The position accounts for 0.52% of the portfolio, ranked #52.

Smith Hayes Advisers first reported a position in VTIP in Q2 2013 and has held it in 12 quarters since. 148 funds tracked by Wall St. Rank hold VTIP as of Q1 2016.

Smith Hayes Advisers held 51,753 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $2.54M as of Q1 2016.
Smith Hayes Advisers bought 11 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2016, an estimated $533.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.52% of Smith Hayes Advisers's portfolio in Q1 2016, its #52 holding.
Smith Hayes Advisers first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2013 and has held it in 12 quarters since.
148 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2016.

Based on Smith Hayes Advisers's 13F filing for Q1 2016, filed 16 May 2016.